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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

338 hedge funds and large institutions have $7.22B invested in iShares MSCI USA Quality Factor ETF in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 153 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+24
Holders Change %
+7.64%
% of All Funds
7.33%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
1.11%
New
63
Increased
153
Reduced
89
Closed
31
Calls
$47.6M
Puts
–
Net Calls
+$47.6M
Net Calls Change
-$55.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.06B
2
RBA
Richard Bernstein Advisors
New York
$413M
3
Ameriprise
Ameriprise
Minnesota
$517M
4
BlackRock
BlackRock
New York
$374M
5
M&T Bank
M&T Bank
New York
$222M

Top Sellers

1
S
Schroders
United Kingdom
$1.01M
2
AIM
Astor Investment Management
Illinois
$26M
3
GFPC
Global Financial Private Capital
Florida
$21M
4
BFPW
BOK Financial Private Wealth
Colorado
$82.6M
5
AEPG
American Economic Planning Group
New Jersey
$3.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
101
Empirical Wealth Management
Washington
$5.67M +$2.2M +24,825 +63%
MIH
102
Madison Investment Holdings
Wisconsin
$5.02M -$10.4M -117,141 -67%
BIM
103
Bridges Investment Management
Nebraska
$4.93M +$542K +6,120 +12%
SWM
104
Strategic Wealth Management
Washington
$4.91M -$725K -8,190 -13%
OWM
105
Orgel Wealth Management
Wisconsin
$4.77M +$594K +6,709 +14%
COI
106
Capital One Investing
Virginia
$4.66M +$713K +8,049 +18%
CAL
107
Capital Advisors Ltd
Ohio
$4.59M +$348K +3,934 +8%
WP
108
WealthSource Partners
California
$4.42M +$4.14M +46,786 +1,515%
AWM
109
AE Wealth Management
Kansas
$4.25M +$4.25M +48,035 New
Stifel Financial
110
Stifel Financial
Missouri
$4.2M -$384K -4,339 -8%
BCM
111
Barometer Capital Management
Ontario, Canada
$4.14M +$4.14M +46,800 New
HFS
112
HL Financial Services
Kentucky
$3.97M +$567K +6,400 +17%
SG Americas Securities
113
SG Americas Securities
New York
$3.76M +$3.31M +37,325 +727%
SP
114
Symmetry Partners
Connecticut
$3.71M +$444K +5,011 +14%
BFG
115
Barber Financial Group
Kansas
$3.68M +$259K +2,926 +8%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$3.61M +$3.61M +40,777 New
AEPG
117
American Economic Planning Group
New Jersey
$3.58M -$13M -146,318 -78%
SS
118
Simplicity Solutions
Minnesota
$3.52M +$3.52M +39,715 New
CF
119
Copperwynd Financial
Arizona
$3.43M +$3.43M +38,767 New
BCMO
120
Buckingham Capital Management (Ohio)
Ohio
$3.42M -$48.7K -550 -1%
FC
121
Ferris Capital
Massachusetts
$3.4M +$1.77M +20,015 +109%
SMG
122
Smart Money Group
Texas
$3.34M +$2.56M +28,938 +330%
BRWA
123
B. Riley Wealth Advisors
Florida
$3.32M +$91.3K +1,031 +3%
CA
124
Cetera Advisors
Colorado
$3.28M +$3.28M +37,140 New
Baird Financial Group
125
Baird Financial Group
Wisconsin
$3.24M +$248K +2,805 +8%
3 4
5
6 7